Thomas Schorn
Investment adviser representative at Schorn Wealth
33 yearsExperience
2 statesRegistered in
$392.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Cadaret Grant & Co., Inc.Dec 2020 to now
- Fiduciary Planning LLCJul 2019 to now
- Schorn WealthJun 2019 to now
- Self-employed CpaJan 1987 to now
- Sorrento Pacific Financial, LLCDec 2020 to Dec 2020
- First Allied Advisory Services, Inc.May 2012 to Jul 2019
- First Allied Securities, IncJan 2005 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Schorn Wealth
Legal name: Schorn Wealth, LLC
$392.4MAssets managed
721Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2928253
- Firm CRD
- 304104